Reliable Professional Services

Individual Income Tax Planning and Strategies

Many people wait until the year is over to find out how much in taxes they will owe. Problem is, once the year is over it's often too late to take advantage of the tax planning options that may be available to you. We specialize in presenting effective solutions to lower your tax liability before the year is over, and strive to present our clients with a variety of options to minimize their tax bill.

Financial Projections

Should your company invest in equipment? What will be the impact of decisions made today? A projection will help to answer these questions. We offer both simple and complex projection models.

Cash Flow Analysis

The most important element of running a successful business is to maintain solid cash flow, so it's necessary to look at more than just net income.

Estate and Succession Planning

One of the biggest concerns of most business owners is how to pass the control of the business they created as well as the wealth they've accumulated to the next generation, or how to sell their business when it's time for retirement. We're proficient in developing an estate or succession plan that can minimize tax liabilities and achieve maximum results.

Business Valuations

How much is your business worth? This is quite often a question that most concerns business owners. We don't just have the experience and analytics to help answer this all important question; we can help you increase the value of your company.

Mergers and Acquisitions

Our professionals can assist you in minimizing tax and setting up a structure to acquire or merge with a business, with advice on things like tax implications, cash flow requirements, and the financial implications.

Employee Benefit Plans

With all the options, rules, and regulations on the market today, we can assist in choosing (or developing) the right benefit plans for your employees.

Financing Assistance

Shifting through financing options is often a difficult task for a business owner. We can assist you with financing proposals, analysis of your cash needs, and interpretation and clarification of bank loan offers and agreements.

Internal Costing and Pricing

How much should you charge for a product? How much should you pay for supplies? We have many years of experience in working with businesses like yours, and can assist you with the decisions.

Entity Selection and Startup

The decisions that are made when forming a business have a lasting impact on the entity, as well as on the owners. Before you start a new business, let us assist you in selecting the appropriate tax entity and consult with you to get the business moving in the right direction.


A financial statement is only as good as the information contained in your accounting system. Our staff can assist you in the bookkeeping function by training your staff, implementing systems and procedures, and freeing up your time to focus on building your company.